Sales Engagement Platforms (SEPs)

TrustRadius Top Rated for 2023

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Groove, a Clari company

Groove is a sales engagement platform that enables sales leaders to execute their strategy in a smarter and more adaptive way. With Groove, revenue leaders can use automation to do more with less, with the goal of driving greater efficiency and effectiveness across the customer lifecycle.…

HubSpot Sales Hub

HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.

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Groove, a Clari company

Groove is a sales engagement platform that enables sales leaders to execute their strategy in a smarter and more adaptive way. With Groove, revenue leaders can use automation to do more with less, with the goal of driving greater efficiency and effectiveness across the customer lifecycle.…


Salesloft is a provider of their eponymous sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace™ by Salesloft is presented as a place for sellers to execute all of their digital selling tasks, communicate with buyers, understand…


Outreach is a sales execution platform that helps market-facing teams create and predictably close more pipeline. From prospecting to deal management to forecasting, Outreach leverages automation and artificial intelligence to help revenue leaders increase the efficiency and…

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InsideSales Playbooks

InsideSales Playbooks (formerly XANT Playbooks) aims to help SDRs and AEs quickly build closeable pipeline, by helping salespeople get a hold of more of the right people. uses their A.I.-platform called Neuralytics to target likely buyers combined with their cadence…

HubSpot Sales Hub

HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.


VanillaSoft is a solution for managing inside sales and lead management processes. The vendor says typical CRM software requires manual intervention and decision making by salespeople before they ever pick up the phone or send an email. In comparison, the vendor says VanillaSoft…


Yesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.


ClearSlide enables sales and marketing teams to find content, communicate it whether in-person, on the phone or through email, and get insights into how customers engage, with the goal of helping sales and marketing teams make every interaction count and create amazing customer…


Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting…


Autoklose headquartered in Toronto provides an SEP solution, presenting a combined package of sales email automation and tracking, contact and email campaign management with sequence templates and optimization, sales intelligence with contact verification, follow-up tracking, and…


Apollo is a sales intelligence platform with tools to help users engage with prospects. Sellers and marketers can use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy. Apollo's B2B Database includes over 220M contacts…


Mixmax, a sales engagement platform for businesses using Gmail, helps revenue teams accelerate revenue at every stage of the customer journey. This product amplifies AEs, CSMs, and anyone in a customer-facing role, not just SDRs. By automating repetitive tasks and organizing their…

Marketo Sales Connect

Marketo Sales Connect (ToutApp) is a sales email tracking tool that includes tracking, templates, click-to-call, and analytics. It also includes a Calendar to streamline bookings. It is presented as a "swiss-army knife" for sales development reps, account executives, sales ops, sales…


Reply is a sales engagement platform that helps to create new opportunities at scale while keeping every touchpoint personal. From finding emails on LinkedIn to booking calls right through the platform – Reply allows users to automate the process and save the SDR team’s time. Reply…

ZoomInfo Engage

Engage by ZoomInfo is a sales engagement platform that sellers use to source and connect with prospects from a single platform, automate multi-step email and call campaigns, personalize communications at scale, and analyze results.

Close CRM is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.


FlowUp is a Follow-up Automation software that gives users automated follow-ups to design a workflow to reach leads at their most preferred communication channel. FlowUp aims to strengthen follow-up with multiple channel outreach with Calls, SMS, MMS, Ringless Voicemails, Surveys,…

Einstein High Velocity Sales

Einstein High Velocity Sales is a cloud-based sales engagement platform that uses artificial intelligence capabilities to increase sales productivity. Key features include the click-to-call 'lightning dialer', ability to create sales cadences, sales workflow automation with ‘Einstein…


Vymo is field sales engagement software, designed to provide a unified window to all the information and services that sales executives, managers, and business heads need on the go, with data-driven playbooks to drive task prioritization and deal acceleration.


Kixie is a telephony and VoIP software solution from Kixie.

Playbook AI

Playbook AI enables revenue teams orchestrate & execute sales playbooks that build more pipeline.


Klenty is a sales engagement platform providing mail merge, prospect or lead sync from CRM, email cadence with reply detection, and advanced cadences on higher tier plans.


Outplay helps sales reps book more meetings with a truly multi-channel sales engagement platform.

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Salescamp provides a visual interface that prompts users to take action and stay on top of all sales activity including email, call and meeting notes. It also offers a two-way email integration so emails can be sent and received inside Salescamp to have sales communication in one…

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The vendor states that B2B Selling is failing, with a meagre 5% success rate, and that buyers now control the process. So the Pitch.Link saas platform is designed to enable Private, Secure Buyer Seller Communication, Conversation, Collaboration and Conversion. They describe the…

Videos for Sales Engagement Platforms (SEPs)

What Is Sales Engagement: Definitions, Platforms, Strategy, and Tips
With the right sales engagement strategy and tools in place, you can ensure that every sales rep is maximizing their performance and moving your business forward.

Sales Engagement Platforms (SEPs) TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Learn More About Sales Engagement Platforms (SEPs)

What are Sales Engagement Platforms (SEPs)?

Sales engagement platforms (SEPs) have emerged as the next evolution of email tracking tools combined with elements of sales acceleration and sales enablement technology. Products in this category are primarily oriented towards salespeople. But, similarly to account-based marketing (ABM) software, SEPs also bring together sales and marketing efforts to produce high quality targeted sales outreach.

SEPs are increasing in popularity among sales development teams due to their ability to integrate and streamline sales outreach activities. Prominent vendors in the CRM and email tracking/marketing tools space, such as Salesforce, have added purpose-built SEP products to their product portfolios.

The primary goal of SEPs is to help sales reps deliver high-quality customer interactions across communication channels and convert prospective leads into customers. Many of these products include features to increase sales velocity and optimize productivity. Optimizing sales enablement content and quality of customer interactions is another focus of sales engagement software.

Sales Engagement Platform Functionality

Individual products in this category offer a diverse range of functions and capabilities. However, the key feature unifying these products is a single, cohesive interface for planning, executing, tracking, and analyzing customer interactions across digital touchpoints and channels. These may include email, phone calls, social media (LinkedIn in particular), SMS/text, video, and live chat.

The primary sales communication channel has and continues to be email. Many vendors have created their SEPs around this medium. Accordingly, many SEP products have a set of email tracking features at their core, with additional features like CRM software integration, multi-channel support, A/B testing for messaging, and customer engagement analytics.

Another key function of sales engagement software is the ability to design and schedule sales activity sequences across multiple touchpoints and channels. This allows sales reps to craft personalized content for leads. At the same time it automates part of their workflow, which streamlines the sales cycle. More data on lead and account engagement and a faster sales cycle are two of the main ways SEP users can think about ROI.

Sales Engagement Platforms Vs. CRM

One way to conceptualize the role of an SEP within a sales technology stack is to picture it sitting right on top of customer relationship management (CRM) software. The sales engagement platform functions as a conductor, allowing sales reps to coordinate and share all of the customer interaction data gathered from various communication channels. The user’s CRM acts as the data repository sitting below the sales engagement software.

Many SEP products have the ability to integrate with CRM software. Some products are built directly within the CRM infrastructure. Others may turn the salesperson’s email inbox into a sales engagement hub.

For salespeople, a key benefit of using a sales engagement platform is that it minimizes the amount of time spent toggling back and forth between different applications, manually entering data, and searching for lead-specific information across multiple interfaces. An SEP’s unified interface and centralized data organization capabilities are driving factors for adoption and ROI.

Sales Engagement Platform Features

Most SEPs include a basic set of features centered around email tracking and monitoring. Many products also include other communication channels such as phone, LinkedIn, and SMS/text.

  • Compatibility with email platforms: The sales email tracking software works with the sales rep’s email account (e.g. Gmail or Outlook).
  • CRM integration: Automatic logging of customer interaction data across communication channels in CRM software (e.g. Salesforce), and access to CRM data from within the SEP interface.
  • Email tracking metrics: Provides accurate tracking for opens, reads, click-throughs, etc.
  • Sales email engagement tracking: Users can track sales content engagement at a more granular level, such as how long readers spent looking at attachments or particular slides in presentations.
  • Email and content templates: Sales reps can set up and customize reusable email templates.
  • Sales cadence: Design and sequence outreach campaigns around desired intervals or outcomes across communication channels (e.g. email, phone, SMS/text)
  • Cadence progression automation: Automate progression of leads through cadences based on response rules (e.g. stop cadence if lead responds).
  • Sales campaign management: Sort templates, plans, leads, or cadences into campaigns.
  • Sales email reports: Includes individual and/or team reports on sales email metrics.
  • Sales email and content recommendations: The tool makes recommendations about the next best actions to take and content suggestions based on email/call engagement activity and other sales intelligence.
  • Sales email scheduling: Reps can schedule emails to be sent later.
  • Sales email automation: Allows reps to set up automatic follow-up messages.
  • Follow-up reminders: Sales reps can resend emails to themselves (appear at top of inbox) or schedule reminders to follow up on certain emails.
  • Click-to-call: Sales reps can call a prospect or customer from within their email or sales engagement platform.
  • Sales intelligence: Information about previous or current prospective customers, sometimes from third party data sources, for sales reps to create prospect profiles.

Advanced Features

Some vendors offer more advanced features that focus on intelligent customer engagement analytics to optimize content and quality of customer interactions.

  • Conversation/meeting intelligence: Ability to analyze sales conversations, identify what the most successful sales reps are doing, and use those practices to coach other (or new) sales reps.
  • Customer engagement analytics: Ability to analyze customer interaction metrics and see which types of interactions or channels have the most positive impact on customer experience. This is a more robust, comprehensive view than just email tracking metrics.
  • A/B message testing: Ability to analyze the content of sales campaigns across channels (especially phone and email) in order to optimize messaging and convert more prospects into customers. Examples of testing metrics are message script and length, call length, time of day, and style of message (formal or more personal).

Sales Engagement Platform Comparison

Before investing in an SEP, consider these two key factors:

  1. Price: do you need a fully-featured sales engagement platform that will allow your sales reps to reach out to prospects and customers across all channels? Or are you looking for a robust but not all-encompassing platform to help streamline BDR/SDR processes and outreach. Some SEPs include advanced features like A/B testing for email messaging that can increase the cost.
  2. Integrations: do the sales engagement platforms your considering integrate with your CRM and email service provider? A large part of what SEPs do is help sales teams integrate and streamline processes across the various systems they work with every day. So make sure the SEP you’ve selected will work with the other sales and marketing tools already in your tech stack.

Pricing Information

Many SEP products are priced on a monthly subscription model, per sales rep. Basic products that may only include traditional email tracking tools can cost as little as $10 per user per month. The more advanced products which offer CRM integration, multi-channel conversation management, and intelligent analytics capabilities are more expensive and can cost upwards of $100 per user per month.

Many vendors do not include pricing information on their website but will provide a quote upon request. Some products also have a free trial period usually lasting about a month.

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Frequently Asked Questions

What does sales engagement software do?

Sales engagement platforms are designed to help sales teams streamline and automate customer and prospect interactions across digital channels. These platforms typically integrate with the user’s CRM system and provide sales email tracking metrics. Depending on the product, it may also include capabilities such as:

  • sales enablement content recommendation
  • sales cadence creation
  • campaign management
  • Email scheduling
  • Message A/B testing
  • Follow-up reminders
  • Click-to-call
  • Sales intelligence

What are the best sales engagement platforms?

According to end-user feedback on TrustRadius, the top sales engagement platforms are:

Reviews of specific products and other software alternatives are available on the sales engagement platforms category page. For a list of other popular products, check out the SEP TrustMap.

What are the benefits of using a sales engagement platform?

Sales engagement software has a number of benefits for sales teams. These platforms can help SDRs/BDRs and account reps plan and execute their outreach. Most SEPs include features that allow reps to build out sales cadences, create sales emails using templates, and track engagement across digital touchpoints (e.g. email open and click-through rates).

They also help sales reps increase their productivity levels and save time by automating certain parts of the outreach process. Learn more about SEP platform features and considerations on the sales engagement platforms category page.

How much does sales engagement software cost?

Most sales engagement software providers charge per user per month, though not all vendors disclose pricing information on their websites.

Depending on the number of users and breadth of features required, these products can range from $10 per user per month up to $100 per user per month.